Geneos Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $893K | Hold |
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|
2023
Q2 | $953K | Hold |
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|
2023
Q1 | $864K | Hold |
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|
2022
Q4 | $724K | Buy |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $638K | Hold |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $882K | Hold |
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|
2021
Q3 | $1M | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $998K | Hold |
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|
2020
Q4 | $955K | Buy |
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|
2020
Q3 | $750K | Buy |
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|
2020
Q2 | $433K | Hold |
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|
2020
Q1 | $297K | Buy |
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